Silver’s Compelling Investment Case (Ainslie), page-179

Thanks @wolfcreek. V kind

as for ‘pure silver’

ivr 87%
svl 67%
- the rest are base metal dominant - though that’s often a good thing

silver primaries can be difficult to get high recoveries
with - and our generally low grade silver deposits
often are far more investable if they have natural income de-risking

ivr is the only resource capable of being high graded to get through a silver price bear period

I’d take myl or pmy over say svl every day of the week. It simply far more
economic. High grade + 10yr lom is the good stuff

mkr is interesting but I haven’t found a resource other than stockpiles of unspecified condition.

could be like hotels - 3rd owner is the one who finally turns a profit

cobar at least is historically a silver zone

am long cde in na - hl and cde IMO are the 2 nags to riches stories there - both have hidden operating capacity a king silver cycle will bring online

technically both act as silvers even though both are now more gold than silver